I am a team-oriented, results-driven professional with meaningful leadership and management experience. From flying a fighter jet to working alongside Wall Street, I use my skills to create value and to drive outcomes. Currently, I am responsible for the growth strategy, new business development, and client engagement for CIBC's Wealth Management group, based out of Denver, CO. I work directly with high net worth clients, family offices, endowments, non-profits, and key intermediary partners to provide integrated wealth management services. Our specialties include investment management, estate planning, and trust and family office services to meet individual client needs. Working as fiduciaries, we have the sophisticated expertise and intellectual resources in-house to address the most complex trust, estate, and philanthropic issues faced by our clients.
Listed skills include Military, Dod, National Security, Security Clearance, and 33 others.